How to Take Over the Family Finances Alone

Whether you're navigating a recent loss or preparing for the future, this series offers the tools and support to help you take control with confidence.

"How to Take Over the Family Finances Alone" is a practical, supportive series of classes designed for individuals suddenly responsible for managing household money matters on their own—whether due to divorce, death of a spouse, or other life changes. This course covers essential topics such as organizing financial documents, managing bills and accounts, understanding investments, and an estate plan. It includes steps to take in the first week, first month, and first six months following a death.   With easy-to-follow guidance, real-life examples, and actionable tools, students will gain the confidence and clarity needed to take control of their financial future and protect their family's well-being. It will be taught over three one-hour weekly sessions.

Presented by: Bob Adams

Wednesdays, September 10, 17, and 24, 2025

7:00 pm-8:00 pm PT

Course Materials:
1 presentation handout 4 pp.pdf
binder cover page - spline.docx
budget tracker.xlsx
checklist after the death of a loved one.docx
detailed instructions.docx
essential documents for my heirs.docx
family digital access worksheet.docx
my bills worksheet.docx
tax documents needed.xlsx
transfer on death deed.docx